2023 Form 5500 filing — Cement Masons Union Local 592 Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250213113835NAL0012491443001) for Cement Masons Union Local 592 Pension Plan, reported by Trustees Of The Cement Masons Union Local 592 Pension Plan under EIN 23-1972409 and plan number 001. It reports 1,422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213113835NAL0012491443001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Cement Masons Union Local 592 Pension Plan
- EIN
- 23-1972409
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,909,986
- Total liabilities (EOY)
- $258,930
- Net assets (EOY)
- $133,651,056
- Employer contributions
- $11,392,932
- Total income / additions
- $19,860,768
- Benefits paid
- $14,216,328
- Administrative expenses
- $1,268,906
- Total expenses
- $15,485,234
- Net increase / (decrease)
- $4,375,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intercontinental R/E Corp | NONE | $139,069 | not reported in the loaded dataset |
| The Loomis, Saylers & Co., Lp | NONE | $122,691 | $0 |
| Novak Francella, LLC | NONE | $93,146 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $90,000 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $89,054 | not reported in the loaded dataset |
| Joe Moskauski | EMPLOYEE | $77,378 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $59,736 | not reported in the loaded dataset |
| Rae Group LLC | NONE | $49,500 | not reported in the loaded dataset |
| Joann Procopio | EMPLOYEE | $41,295 | not reported in the loaded dataset |
| Mwm Law, LLC | NONE | $39,499 | not reported in the loaded dataset |
| Susanin, Widman & Brennan, P.C. | NONE | $33,853 | not reported in the loaded dataset |
| Wells Fargo | NONE | $33,706 | $0 |
| Chevy Chase Trust Company | NONE | $31,729 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $31,729 | not reported in the loaded dataset |
| Clare Creighton | EMPLOYEE | $30,908 | not reported in the loaded dataset |
| Chartwell Investment Partners, Lp | NONE | $30,012 | not reported in the loaded dataset |
| Wellington Trust, Co. | NONE | $27,044 | $0 |
| Lauren Marchiano | EMPLOYEE | $26,763 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $16,483 | $0 |
| Old Glory Asset Management, LLC | NONE | $9,147 | not reported in the loaded dataset |